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Commercial Banking Portfolio Coordinator

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • Hyderabad, +1
  • 5d left

AI generated summary

  • You need 2+ years in financial analysis, client management skills, strong analytical abilities, attention to detail, and flexibility for shifts. Teamwork and communication are essential.
  • You will review credit information, respond to inquiries, perform credit investigations, maintain credit files, prepare financial statements, assess borrower repayments, and facilitate team communication.

Requirements

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively.
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment

Responsibilities

  • Review credit information of loans for companies and industries
  • Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
  • Perform moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
  • Prepare projected financial statements as per relationship managers requirement
  • Complete Pro forma adjustments based on the projected financial information as per requirement
  • Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
  • Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills
  • Assessing the repayment capacity of the highly leveraged Borrower's
  • Should be able to handle subjectivity as per requirement
  • Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
  • Should be able to do quality check of the work done by other team members as per business requirement
  • Facilitates communication to resolve problems and advance strategies
  • Take up the lead analyst role in the process as per requirement
  • Make a significant contribution toward achieving team goals through knowledge and skills
  • Lead or champion efforts to increase productivity and goal accomplishment
  • Act as a coach or mentor to facilitate learning from experience
  • Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement

FAQs

What is the role of a Commercial Banking Portfolio Coordinator at Wells Fargo?

The role involves reviewing credit information of loans, responding to customer inquiries, performing credit investigations, ensuring credit files are current, and interacting with the Commercial Banking Portfolio Management team.

What are the required qualifications for this position?

The required qualifications include a minimum of 2+ years of financial analysis experience or equivalent demonstrated through work experience, training, military experience, or education.

What are some desired qualifications for this role?

Desired qualifications include stakeholder/client management skills, the ability to multi-task effectively, strong analytical skills, attention to detail, organizational skills, and the ability to work flexibly in a team environment.

What job expectations should I be aware of?

Job expectations include preparing projected financial statements, completing pro forma adjustments, analyzing financials of various companies, assessing repayment capacity of borrowers, managing roles within the team, and contributing to team goals.

What kind of financial tools and analytics will I need to use?

You will need to perform financial spreading in the MRA tool, analyze financial statements, identify trends, and provide financial commentaries.

Is there an emphasis on diversity and inclusion at Wells Fargo?

Yes, Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates regardless of their background.

How does Wells Fargo support candidates with disabilities?

Wells Fargo encourages applicants with disabilities to request accommodations during the application or interview process through their Disability Inclusion program.

What is the drug and alcohol policy at Wells Fargo?

Wells Fargo maintains a drug-free workplace as part of their policies. Candidates can refer to the Drug and Alcohol Policy for more information.

Is remote work an option for this position?

Yes, the position supports remote work but in a hybrid format.

What does the job posting mean by taking up the lead analyst role?

Taking up the lead analyst role means you will be responsible for guiding analyses, coordinating tasks within the team, and taking initiative in the decision-making process as needed.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.